Digital Realty TrustDLR

13F holders, Q3 2024 (September 30)
1,115holders +24
105new positions
75sold out
10famous investors
$160.51avg. 13F price*

At the end of Q3 2024, 1,115 institutions reported holding Digital Realty Trust Inc. (DLR) in their 13F filings, up 24 from Q2 2024. 105 opened new positions and 75 sold out. The largest holders were Vanguard Group Inc. ($8.3B), BlackRock, Inc. ($5.5B) and Cohen & Steers, Inc. ($4.0B). 10 famous investors held it, including Steve Cohen (0.5% of Point72 Asset Management's portfolio), Ron Baron (0.3% of Baron Capital (BAMCO)'s portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).

Company
Digital Realty Trust Inc.
Sector
Real Estate
CUSIP
253868103
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions105$312.3M
Exits75$256.9M

All 13F filers, Q2 2024 → Q3 2024: 19,385,572 shares bought and 12,591,705 shares sold, net +6,793,867 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,115 holders

Vanguard Group Inc. 0.15% Add +0.5% 50,983,363 $8.3B
BlackRock, Inc. 0.12% — 33,782,630 $5.5B
Cohen & Steers, Inc. 7.08% Add +5.0% 24,580,325 $4.0B
Norges Bank 0.49% Add +17.8% 21,737,729 $3.5B
State Street Corp. 0.13% Reduce -4.0% 19,366,185 $3.1B
JPMorgan Chase & Co. 0.14% Add +4.2% 11,178,180 $1.8B
Bank of America Corp. 0.15% Add +6.5% 10,639,168 $1.7B
APG Asset Management US Inc. 10.00% Add +0.3% 9,217,572 $1.5B
Geode Capital Management, LLC 0.11% Reduce -3.0% 8,245,945 $1.3B
Daiwa Securities Group Inc. 3.66% Add +2.5% 4,843,432 $783.8M
Dimensional Fund Advisors LP 0.18% Add +0.4% 4,560,094 $738.0M
FMR LLC 0.04% Reduce -10.3% 4,436,917 $718.0M
Morgan Stanley 0.05% Add +0.1% 4,396,667 $711.5M
Canada Pension Plan Investment Board 0.67% Reduce -10.2% 4,335,929 $701.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.18% Add +501.7% 4,326,914 $700.2M
Legal & General Group Plc 0.17% Reduce -1.8% 4,079,447 $660.2M
Principal Financial Group Inc. 0.34% Reduce -3.1% 3,870,915 $626.4M
Charles Schwab Investment Management Inc. 0.11% Reduce -0.2% 3,510,662 $568.1M
Invesco Ltd. 0.10% Add +14.1% 3,298,751 $533.8M
Northern Trust Corp. 0.09% Reduce -5.4% 3,225,802 $522.0M
Centersquare Investment Management LLC 4.61% Add +13.9% 3,038,105 $491.7M
Nuveen Asset Management, LLC 0.13% Add +7.7% 2,914,501 $474.7M
Resolution Capital Ltd 7.91% Reduce -1.5% 2,845,946 $460.6M
Royal Bank of Canada 0.09% Add +4.0% 2,509,492 $406.1M
Goldman Sachs Group Inc. 0.08% Reduce -13.8% 2,434,052 $393.9M
Pictet Asset Management Holding SA 0.41% Add +4.5% 2,316,376 $374.8M
Bank of New York Mellon Corp 0.07% Reduce -7.3% 2,179,843 $352.8M
Capital Research Global Investors 0.07% Add +0.1% 2,165,171 $350.4M
Aberdeen Group plc 0.58% Add +17.3% 1,955,741 $316.0M
Deutsche Bank AG 0.12% Reduce -51.5% 1,849,778 $299.3M
Russell Investments Group, Ltd. 0.42% Reduce -26.2% 1,779,049 $287.8M
Sumitomo Mitsui Trust Group, Inc. 0.18% Add +2.6% 1,615,123 $261.4M
Prudential Financial Inc. 0.36% Add +5.7% 1,572,364 $254.5M
Sei Investments Co. 0.31% Reduce -0.8% 1,454,092 $235.3M
Massachusetts Financial Services Co. 0.07% Reduce -0.7% 1,437,655 $232.7M
Amundi 0.08% Reduce -18.0% 1,317,212 $208.5M
Duff & Phelps Investment Management Co. 2.39% Add +16.5% 1,285,883 $208.1M
HSBC Holdings PLC 0.12% Reduce -1.2% 1,149,462 $185.8M
Schroder Investment Management Group 0.17% Add +7.5% 1,047,914 $168.9M
UBS Group AG 0.05% Add +7.3% 1,009,650 $163.4M
Swiss National Bank 0.10% Add +4.2% 963,149 $155.9M
Lasalle Investment Management Securities LLC 5.63% Add +4.5% 910,067 $147.3M
Point72 Asset Management 0.47% New 821,726 $133.0M
Alliancebernstein L.P. 0.04% Reduce -3.9% 798,106 $129.2M
Aew Capital Management L P 4.70% Add +2.7% 674,765 $109.2M
Macquarie Group Ltd. 0.12% Reduce -10.2% 674,313 $109.1M
Mitsubishi UFJ Asset Management Co., Ltd. 0.11% Add +3.9% 661,402 $107.0M
Millennium Management 0.09% Reduce -43.0% 651,641 $105.5M
American Century Companies Inc. 0.06% Reduce -27.2% 636,893 $103.1M
Barclays PLC 0.04% Reduce -7.9% 629,817 $101.9M
CANADA LIFE ASSURANCE Co 0.18% Reduce -4.3% 624,787 $101.2M
Rhumbline Advisers 0.09% Reduce -5.9% 617,765 $100.0M
Asset Management One Co., Ltd. 0.34% Reduce -3.5% 597,230 $96.6M
Ameriprise Financial Inc. 0.02% Add +6.0% 603,597 $96.1M
Baron Capital (BAMCO) 0.25% Add +1.9% 593,707 $96.1M
Public Employees Retirement System of Ohio 0.40% Reduce -3.9% 579,071 $93.7M
STRS Ohio 0.35% Add +7.4% 562,030 $91.0M
California Public Employees Retirement System 0.06% Reduce -3.0% 531,802 $86.1M
Manufacturers Life Insurance Company, The 0.07% Reduce -1.9% 489,553 $79.2M
Franklin Resources Inc. 0.02% Reduce -5.0% 485,967 $78.7M
Nomura Asset Management Co. Ltd. 0.24% Reduce -2.1% 482,752 $78.1M
California State Teachers Retirement System 0.09% Add +1.5% 477,495 $77.3M
Wells Fargo & Company 0.02% Add +2.9% 472,959 $76.5M
UniSuper Management Pty Ltd 0.58% Reduce -13.5% 472,488 $76.5M
Adelante Capital Management LLC 4.86% Reduce -7.6% 465,127 $75.3M
Stifel Financial Corp. 0.08% Reduce -1.8% 459,268 $74.3M
Pacer Advisors, Inc. 0.16% Add +0.6% 453,941 $73.5M
T. Rowe Price Associates Inc. 0.01% Reduce -4.3% 433,757 $70.2M
Homestead Advisers Corp 1.66% Reduce -0.1% 430,956 $69.7M
Balyasny Asset Management L.P. 0.18% Reduce -15.8% 430,877 $69.7M
Raymond James & Associates 0.04% Add +9.5% 424,148 $68.6M
National Pension Service 0.07% Add +14.7% 417,591 $67.6M
Heitman Real Estate Securities LLC 3.64% Reduce -19.3% 412,286 $66.7M
Aviva PLC 0.17% Add +4.2% 391,968 $63.4M
Envestnet Asset Management Inc. 0.02% Add +0.1% 391,637 $63.4M
Rockefeller Capital Management L.P. 0.17% Add +6.4% 381,001 $61.6M
Vision Capital Corp 15.21% Add +16.9% 379,469 $61.4M
Allianz Asset Management GmbH 0.09% Reduce -3.8% 372,039 $60.2M
BNP Paribas Financial Markets 0.06% Add +50.4% 371,274 $60.1M
D. E. Shaw & Co. 0.09% Add +27.1% 371,149 $60.1M
Citigroup Inc. 0.05% Add +4.4% 355,411 $57.5M
Adage Capital Partners Gp, L.L.C. 0.10% Add +12.3% 355,100 $57.5M
AXA S.A. 0.16% Reduce -1.7% 329,983 $53.4M
DigitalBridge Group, Inc. 4.22% Add +65.1% 328,000 $53.1M
PGGM Investments 0.66% No change 320,360 $51.8M
State Board of Administration of Florida Retirement System 0.10% Reduce -1.9% 312,433 $50.6M
Wellington Management Group LLP 0.01% Reduce -43.4% 312,419 $50.6M
Bank of Montreal 0.02% Reduce -44.1% 304,560 $49.1M
DekaBank Deutsche Girozentrale 0.09% Reduce -5.4% 300,216 $47.6M
Mitsubishi UFJ Trust & Banking Corp 0.11% Reduce -1.8% 290,832 $47.1M
Korea Investment CORP 0.11% Add +37.9% 289,275 $46.8M
Renaissance Technologies 0.07% Add +375.4% 284,683 $46.1M
KBC Group NV 0.14% Add +341.5% 279,921 $45.3M
Swedbank AB 0.06% Add +99.6% 267,241 $43.2M
Jane Street Group, LLC 0.07% Add +66.3% 264,180 $42.8M
New York State Teachers Retirement System 0.09% Reduce -5.3% 259,946 $42.1M
Retirement Systems of Alabama 0.15% Add +2.6% 253,906 $41.1M
FIL Ltd 0.04% Reduce -27.0% 253,858 $41.1M
State of New Jersey Common Pension Fund D 0.16% Add +4.1% 234,113 $37.9M
Neuberger Berman Group LLC 0.03% Reduce -0.1% 231,544 $37.5M
Waterfront Capital Partners, LLC 6.61% Reduce -44.9% 222,242 $36.0M
National Bank of Canada 0.05% Add +48.1% 220,143 $35.6M
MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. 0.08% Reduce -5.6% 218,502 $35.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.10% Add +1.0% 214,888 $34.8M
US Bancorp \de 0.04% Add +0.2% 210,727 $34.1M
LPL Financial LLC 0.02% Add +5.7% 210,369 $34.0M
Sun Life Financial Inc. 1.84% Add +27.3% 203,570 $32.9M
Susquehanna International Group, LLP 0.06% Add +125.9% 202,485 $32.8M
GRS Advisors, LLC 3.10% Reduce -46.8% 202,324 $32.7M
Healthcare of Ontario Pension Plan Trust Fund 0.08% Reduce -14.7% 200,000 $32.4M
State of Alaska, Department of Revenue 0.33% Reduce -0.7% 190,061 $30.8M
1832 Asset Management L.P. 0.05% Add +58.7% 189,014 $30.6M
Danske Bank A/S 0.10% Add +4.4% 188,735 $30.5M
Thematics Asset Management 1.20% Reduce -4.3% 187,000 $30.3M
State of Wisconsin Investment Board 0.07% Add +10.7% 183,220 $29.7M
SG Americas Securities, LLC 0.11% Add +6.2% 183,179 $29.6M
Guggenheim Capital LLC 0.21% Reduce -25.6% 183,104 $29.6M
Natixis Advisors, LLC 0.06% Reduce -2.8% 182,465 $29.5M
Voya Investment Management LLC 0.04% Add +2.8% 182,258 $29.5M
New York State Common Retirement Fund 0.04% Reduce -14.5% 175,533 $28.4M
Resona Asset Management Co.,Ltd. 0.16% Reduce -6.4% 173,864 $28.1M
Natixis 0.17% Add +1362.8% 170,460 $27.6M
Creative Planning 0.03% Add +0.7% 165,756 $26.8M
Chevy Chase Trust Holdings, LLC 0.08% Reduce -6.9% 165,062 $26.7M
Focus Partners Wealth 0.08% Add +233.6% 160,724 $26.0M
Raymond James Financial Services Advisors, Inc. 0.03% Reduce -0.3% 160,441 $26.0M
AQR Capital Management 0.04% Add +16.2% 159,666 $25.6M
Alpha Cubed Investments, LLC 1.12% Add +26.0% 155,675 $25.2M
Toronto Dominion Bank 0.04% Add +34.8% 155,154 $25.1M
Van Eck Associates Corp. 0.03% Add +15.5% 149,984 $24.9M
Employees Retirement System of Texas 0.25% Add +34.2% 152,999 $24.8M
Qube Research & Technologies Ltd 0.04% New 150,706 $24.4M
Ghisallo Capital Management LLC 1.32% Reduce -70.0% 150,000 $24.3M
Handelsbanken Fonder AB 0.09% Add +0.3% 146,640 $23.7M
First Trust Advisors LP 0.02% Add +22.8% 146,400 $23.7M
Nisa Investment Advisors, LLC 0.14% Reduce -10.4% 145,613 $23.6M
Treasurer of the State of North Carolina 0.09% Add +0.5% 145,244 $23.5M
Ninety One UK Ltd 0.06% No change 145,000 $23.5M
TD Asset Management Inc 0.02% Add +21.5% 143,810 $23.2M
Sanctuary Advisors, LLC 0.15% Add +162.0% 121,635 $23.1M
Storebrand Asset Management As 0.07% Add +3.8% 141,916 $23.0M
Brookfield Corp 0.13% Reduce -38.5% 141,661 $22.9M
IFM Investors Pty Ltd 0.21% Reduce -0.1% 138,473 $22.4M
Victory Capital Management Inc. 0.02% Reduce -5.6% 132,454 $21.4M
HRT Financial LP 0.11% New 130,753 $21.2M
State of Tennessee, Department of Treasury 0.07% Reduce -10.2% 130,013 $21.0M
Financial Counselors Inc. 0.31% Reduce -0.0% 129,375 $20.9M
ExodusPoint Capital Management, LP 0.21% Reduce -20.8% 127,564 $20.6M
Vert Asset Management LLC 7.10% Add +2.9% 127,278 $20.6M
Cibc World Markets Corp. 0.15% Add +201.0% 124,048 $20.1M
Commonwealth of Pennsylvania Public School Empls Retrmt SYS 0.13% Reduce -3.9% 123,500 $20.0M
Sumitomo Mitsui DS Asset Management Company, Ltd 0.21% Add +0.0% 118,794 $19.2M
Pinebridge Investments, L.P. 0.14% Reduce -53.5% 118,734 $19.2M
Pinnacle Associates Ltd. 0.32% Reduce -19.5% 141,935 $19.1M
Moore Capital Management, LP 0.61% Reduce -37.1% 117,778 $19.1M
M&T Bank Corp 0.06% Reduce -0.9% 114,150 $18.5M
Clearbridge Investments, LLC 0.01% Add +5.4% 111,416 $18.0M
Commonwealth Equity Services, LLC 0.03% Reduce -9.0% 110,667 $17.9M
Royal London Asset Management Ltd. 0.04% Add +6.2% 109,064 $17.6M
Zimmer Partners, LP 0.33% Reduce -14.3% 107,994 $17.5M
BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.04% Reduce -25.1% 106,658 $17.3M
Alberta Investment Management Corp 0.16% Reduce -27.4% 106,000 $17.2M
Chilton Capital Management LLC 0.71% Reduce -2.8% 104,690 $16.9M
Wealth Enhancement Advisory Services, LLC 0.04% Add +594.6% 104,028 $16.8M
Janus Henderson Group PLC 0.01% Add +12.1% 101,815 $16.5M
Davis Selected Advisers 0.09% Reduce -0.7% 101,175 $16.4M
Kodai Capital Management LP 0.34% Reduce -75.5% 100,727 $16.3M
Stony Point Capital LLC 3.77% Add +2.8% 97,623 $15.8M
Arizona State Retirement System 0.10% Add +2.8% 93,042 $15.1M
Payden & Rygel 1.16% Reduce -28.1% 93,000 $15.1M
Kornitzer Capital Management Inc. 0.27% No change 90,300 $14.6M
Baird Financial Group, Inc. 0.03% Add +0.2% 90,085 $14.6M
MetLife Investment Management, LLC 0.08% Reduce -7.0% 89,631 $14.5M
New York Life Investment Management LLC 0.14% Reduce -5.2% 87,337 $14.1M
State of Michigan Retirement System 0.07% Reduce -5.7% 83,781 $13.6M
Corebridge Financial, Inc. 0.07% Reduce -7.4% 82,926 $13.4M
Metis Global Partners, LLC 0.42% Add +13.4% 82,558 $13.4M
CBRE Investment Management Listed Real Assets LLC 0.21% Reduce -28.4% 81,732 $13.2M
Nissay Asset Management Corp. /Japan 0.08% Add +2.6% 81,538 $13.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +427.9% 80,845 $13.1M
Sora Investors LLC 2.26% Add +60.0% 80,000 $12.9M
Rothschild Investment LLC 0.83% Reduce -0.5% 78,573 $12.7M
HighTower Advisors, LLC 0.02% Add +1.7% 78,575 $12.7M
Novare Capital Management LLC 1.07% Reduce -0.5% 77,958 $12.6M
Captrust Financial Advisors 0.04% Reduce -0.3% 76,524 $12.4M
Uniplan Investment Counsel, Inc. 1.08% Reduce -8.2% 75,237 $12.2M
Varma Mutual Pension Insurance Co 0.10% Reduce -5.5% 68,283 $12.2M
Calamos Advisors LLC 0.08% Reduce -2.4% 75,103 $12.2M
Pacific Heights Asset Management LLC 0.90% No change 75,000 $12.1M
Citadel Advisors 0.01% Reduce -23.2% 74,978 $12.1M
OVERSEA-CHINESE BANKING Corp Ltd 0.34% Add +0.9% 74,642 $12.1M
American Assets Capital Advisers, LLC 3.71% Reduce -36.4% 74,630 $12.1M
Artisan Partners Limited Partnership 0.02% Reduce -53.2% 73,929 $12.0M
Zevin Asset Management LLC 1.81% Reduce -0.3% 72,127 $11.7M
USS Investment Management Ltd 0.08% Reduce -0.1% 71,005 $11.5M
Brighton Jones LLC 0.43% Reduce -0.2% 71,008 $11.5M
Cullen/Frost Bankers, Inc. 0.16% Reduce -0.2% 70,549 $11.4M
Forsta Ap-Fonden 0.09% Add +18.2% 70,100 $11.3M
BI Asset Management Fondsmaeglerselskab A/S 0.19% Reduce -5.8% 68,707 $11.1M
Bogart Wealth, LLC 0.52% Reduce -0.8% 68,191 $11.0M
Credit Agricole S A 0.06% Add +10.3% 68,144 $11.0M
DNB Asset Management AS 0.05% Add +8.8% 67,483 $10.9M
Boston Common Asset Management, LLC 0.28% Reduce -15.7% 66,855 $10.8M
AMF Tjanstepension AB 0.08% No change 65,319 $10.6M
Andra AP-fonden 0.15% Add +191.0% 64,600 $10.5M
FFG Partners, LLC 3.97% New 64,552 $10.4M
Skandinaviska Enskilda Banken AB (publ) 0.05% Add +1.6% 64,361 $10.4M
Thrivent Financial for Lutherans 0.02% Add +3.1% 64,320 $10.4M
Mariner, LLC 0.02% Add +2.8% 64,217 $10.4M
Franklin Street Advisors Inc. 0.70% Add +1.6% 64,116 $10.4M
Aptus Capital Advisors, LLC 0.16% Add +20.6% 63,742 $10.3M
Czech National Bank 0.10% Add +1.4% 62,695 $10.1M
Fayez Sarofim & Co 0.03% No change 62,447 $10.1M
Laurion Capital Management LP 0.66% New 62,054 $10.0M
Truist Financial Corp. 0.02% Reduce -24.9% 61,384 $9.9M
Amalgamated Bank 0.08% Reduce -6.5% 61,274 $9.9M
L & S Advisors Inc 1.16% Reduce -7.7% 61,111 $9.9M
Corient Private Wealth LP 0.02% Reduce -9.7% 61,016 $9.9M
Manning & Napier Advisors LLC 0.11% No change 60,049 $9.7M
Steward Partners Investment Advisory, LLC 0.09% Add +0.2% 59,903 $9.7M
Agf Management Ltd. 0.05% Reduce -0.3% 59,383 $9.6M
Weiss Asset Management LP 0.35% New 59,156 $9.6M
Pensionfund PDN 4.37% Add +8.1% 58,919 $9.5M
Northstar Asset Management Inc. 2.33% Reduce -3.6% 58,562 $9.5M
Contravisory Investment Management, Inc. 2.02% Add +0.2% 58,440 $9.5M
Teachers Retirement System of the State of Kentucky 0.08% Reduce -3.1% 58,111 $9.4M
FineMark National Bank & Trust 0.33% Add +42.8% 57,965 $9.4M
NorthCoast Asset Management LLC 0.07% Reduce -0.0% 57,443 $9.3M
AEGON ASSET MANAGEMENT UK Plc 0.12% No change 56,415 $9.1M
Easterly Investment Partners LLC 0.72% New 55,806 $9.0M
Alerus Financial NA 0.66% Reduce -3.2% 55,756 $9.0M
Grassi Investment Management 0.78% Reduce -0.7% 55,635 $9.0M
Lyell Wealth Management, LP 0.81% Add +1.9% 54,995 $8.9M
Gotham Asset Management 0.09% Add +25.0% 54,530 $8.8M
Makena Capital Management LLC 2.11% Reduce -3.2% 54,413 $8.8M
ProShare Advisors LLC 0.02% Reduce -8.5% 54,314 $8.8M
BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp 0.05% Reduce -9.5% 54,144 $8.8M
Public Sector Pension Investment Board 0.05% Add +18.3% 53,700 $8.7M
Utah Retirement Systems 0.10% Add +0.4% 53,348 $8.6M
Yousif Capital Management, LLC 0.09% Reduce -4.3% 53,333 $8.6M
Squarepoint Ops LLC 0.03% Add +5.8% 52,652 $8.5M
Todd Asset Management LLC 0.20% Reduce -0.6% 52,415 $8.5M
Wesbanco Bank Inc. 0.28% Add +10.6% 51,870 $8.4M
NFJ Investment Group, LLC 0.25% Reduce -11.2% 51,765 $8.4M
Jones Financial Companies LLLP 0.01% Add +129.2% 51,754 $8.3M
Silver Lake Advisory, LLC 1.83% Reduce -0.3% 50,897 $8.2M
TCW Group Inc. 0.07% Add +161.0% 50,696 $8.2M
Prudential PLC 0.04% Add +6.7% 49,246 $8.0M
Farmers & Merchants Investments Inc. 0.25% Add +0.8% 49,033 $7.9M
Sterling Capital Management LLC 0.10% — 48,218 $7.8M
Oak Harvest Investment Services 1.11% New 47,912 $7.8M
Cramer Rosenthal McGlynn LLC 0.43% Reduce -12.6% 47,638 $7.7M
LVM Capital Management Ltd. 0.87% No change 50,146 $7.6M
Cumberland Partners Ltd 0.52% Add +207.3% 46,595 $7.5M
Mutual of America Capital Management LLC 0.08% Add +6.3% 46,544 $7.5M
Cyndeo Wealth Partners, LLC 0.52% Add +11.6% 46,439 $7.5M
Capital Investment Counsel, LLC 1.30% Add +1.8% 46,374 $7.5M
Cerity Partners LLC 0.02% Add +63.6% 46,355 $7.5M
Mirae Asset Global Investments Co., Ltd. 0.03% Add +20.1% 52,546 $7.4M
Wealthfront Advisers LLC 0.02% Reduce -2.7% 45,746 $7.4M
Cambridge Investment Research Advisors, Inc. 0.02% Reduce -4.3% 45,176 $7.3M
CIBC Asset Management Inc 0.02% Add +4.1% 45,097 $7.3M
Vident Advisory, LLC 0.18% Add +14.7% 44,909 $7.3M
B. Metzler seel. Sohn & Co. Holding AG 0.07% — 44,800 $7.2M
B. Metzler seel. Sohn & Co. AG 0.07% Reduce -7.8% 44,800 $7.2M
Xponance LLC 0.07% Add +1.4% 44,679 $7.2M
Pathstone Holdings, LLC 0.03% Reduce -0.5% 44,458 $7.2M
Rafferty Asset Management, LLC 0.02% Reduce -6.9% 43,749 $7.1M
Public Employees Retirement Association of Colorado 0.03% Add +1.1% 43,697 $7.1M
Mediolanum International Funds Ltd 0.10% No change 43,694 $7.0M
Janney Montgomery Scott LLC 0.02% Add +40.6% 43,440 $7.0M
Beck Bode, LLC 1.32% Reduce -1.4% 43,412 $7.0M
Capital Investment Advisors, LLC 0.14% Add +9.6% 43,194 $7.0M
Raymond James Trust N.A. 0.15% Add +5.5% 42,991 $7.0M
Edgemoor Investment Advisors, Inc. 0.61% Add +0.5% 42,823 $6.9M
Weatherly Asset Management L. P. 0.59% Add +17.7% 41,737 $6.8M
Romano Brothers and Company 0.83% Reduce -0.5% 41,296 $6.7M
Washington Trust Bank 0.64% Reduce -1.7% 41,202 $6.7M
Tufton Capital Management 1.24% Reduce -2.1% 40,889 $6.6M
Bessemer Group Inc. 0.01% Add +108.1% 40,832 $6.6M
Bank of Nova Scotia 0.01% Add +22.3% 40,593 $6.6M
PNC Financial Services Group, Inc. 0.00% Add +8.9% 40,320 $6.5M
Stephens Inc. 0.09% Add +0.6% 40,139 $6.5M
Lighthouse Investment Partners, LLC 0.35% New 40,000 $6.5M
Allworth Financial LP 0.04% Add +0.1% 39,956 $6.5M
Fifth Third Bancorp 0.02% Reduce -0.0% 39,873 $6.5M
Naples Global Advisors, LLC 0.60% Reduce -1.2% 39,814 $6.4M
Vestcor Inc 0.20% Reduce -30.3% 39,631 $6.4M
Huntington National Bank 0.06% Add +46.0% 39,306 $6.4M
Dean Investment Associates, LLC 0.86% Reduce -4.4% 39,256 $6.4M
Foster Victor Wealth Advisors, LLC 0.49% Add +3.8% 38,263 $6.1M
Marshall Wace, LLP 0.01% Reduce -55.6% 37,601 $6.1M
GSI Capital Advisors LLC 3.03% Add +1.7% 37,415 $6.1M
Osaic Holdings, Inc. 0.01% Add +18.7% 37,276 $6.0M
Royal Fund Management, LLC 0.43% Add +7.2% 36,893 $6.0M
Benjamin Edwards Inc. 0.09% Add +10864.4% 37,279 $6.0M
Concentric Wealth Management, LLC 1.46% Reduce -0.8% 37,064 $6.0M
Dynamic Advisor Solutions LLC 0.18% Add +0.9% 36,878 $6.0M
Advisors Asset Management, Inc. 0.11% Add +6.2% 36,700 $5.9M
Keeler Thomas Management LLC 1.87% Reduce -1.6% 36,506 $5.9M
Cinctive Capital Management LP 0.33% New 35,326 $5.7M
Catalyst Funds Management Pty Ltd 1.25% New 35,100 $5.7M
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund 0.06% — 34,900 $5.6M
Verition Fund Management LLC 0.04% Reduce -46.2% 34,730 $5.6M
LGT Capital Partners LTD. 0.19% Reduce -15.4% 34,556 $5.6M
Ensign Peak Advisors, Inc 0.01% Add +2.5% 34,539 $5.6M
Westwood Holdings Group Inc. 0.04% No change 34,500 $5.6M
Edge Capital Group, LLC 0.24% Add +22.3% 33,895 $5.5M
Adell Harriman & Carpenter Inc. 0.39% Add +6.6% 33,483 $5.4M
QRG Capital Management, Inc. 0.06% Add +14.2% 33,439 $5.4M
Point72 (DIFC) Ltd 0.42% New 33,207 $5.4M
Teacher Retirement System of Texas 0.03% Add +442.3% 32,926 $5.3M
Ilmarinen Mutual Pension Insurance Co 0.06% No change 32,600 $5.3M
Global Wealth Management Investment Advisory, Inc. 1.13% Add +2.6% 32,481 $5.3M
Cetera Investment Advisers 0.01% Reduce -1.8% 31,783 $5.1M
Boothbay Fund Management, LLC 0.17% Add +288.3% 31,749 $5.1M
United Capital Financial Advisors, LLC 0.04% Reduce -3.1% 31,604 $5.1M
Inspire Investing, LLC 0.52% Reduce -4.1% 31,363 $5.1M
Armor Investment Advisors, LLC 2.07% Add +1.5% 30,876 $5.0M
D.A. Davidson & Co. 0.04% Add +3.8% 30,754 $5.0M
Forest Hill Capital, LLC 3.75% Reduce -1.9% 30,500 $4.9M
Reaves W H & Co. Inc. 0.14% No change 30,476 $4.9M
Chronos Wealth Management, LLC 2.52% Add +0.7% 29,895 $4.8M
Westpac Banking Corp. 0.32% Add +1.1% 29,736 $4.8M
Vanderbilt University 0.89% Add +11.9% 29,578 $4.8M
UMB Bank, n.a. 0.07% Reduce -0.4% 29,345 $4.7M
Elo Mutual Pension Insurance Co 0.10% Reduce -6.3% 28,644 $4.6M
Jamison Private Wealth Management, Inc. 0.70% Add +6.9% 28,608 $4.6M
Peapack Gladstone Financial Corp. 0.07% Add +0.1% 28,557 $4.6M
Patten & Patten Inc. 0.30% Reduce -1.7% 28,069 $4.5M
Nicola Wealth Management LTD. 0.36% Add +14.0% 20,752 $4.5M
Spirit of America Management Corp. 0.90% No change 28,031 $4.5M
Edgewood Management LLC 0.01% Reduce -1.0% 27,826 $4.5M
Little House Capital LLC 1.28% Add +31.4% 27,626 $4.5M
Spectrum Wealth Counsel, LLC 0.53% New 27,595 $4.5M
Robeco Institutional Asset Management B.V. 0.01% Add +16.6% 27,525 $4.5M
Canandaigua National Bank & Trust Co. 0.42% Add +4.0% 27,418 $4.4M
MassMutual Private Wealth & Trust, FSB 0.12% Add +0.1% 26,800 $4.3M
Snowden Capital Advisors LLC 0.13% Add +161.8% 26,684 $4.3M
Oregon Public Employees Retirement Fund 0.08% Reduce -5.3% 26,371 $4.3M
Vanguard Personalized Indexing Management, LLC 0.07% Add +13.4% 26,364 $4.3M
Assenagon Asset Management S.A. 0.01% Reduce -5.2% 26,341 $4.3M
Norinchukin Bank, The 0.10% Add +0.5% 26,232 $4.2M
Ethic Inc. 0.11% Reduce -6.3% 29,321 $4.2M
MML Investors Services, LLC 0.02% Add +33.0% 26,046 $4.2M
Patton Fund Management, Inc. 0.86% Reduce -5.2% 25,811 $4.2M
Fielder Capital Group LLC 1.38% Add +3.2% 25,774 $4.2M
DAVENPORT & Co LLC 0.02% Reduce -0.5% 25,587 $4.1M
Harbor Advisors LLC 0.69% No change 25,552 $4.1M
Gulf International Bank (UK) Ltd 0.10% Add +1.6% 25,278 $4.1M
Garland Capital Management Inc. 3.14% Reduce -15.2% 25,260 $4.1M
Sagace Wealth Management LLC 3.15% Add +13.4% 25,166 $4.1M
Torray Investment Partners LLC 0.57% Add +2.5% 25,165 $4.1M
Mackenzie Financial Corp. 0.01% Reduce -13.6% 24,956 $4.0M
Texas Yale Capital Corp. 0.17% Add +0.4% 24,863 $4.0M
Nordea Investment Management AB 0.00% Add +4.9% 24,920 $4.0M
Tower Research Capital LLC (TRC) 0.11% Add +109.8% 24,662 $4.0M
Banque Cantonale Vaudoise 0.16% Add +14.9% 24,534 $4.0M
Blair William & Co. 0.01% Add +4.8% 24,358 $3.9M
Pensionfund Sabic 1.23% Reduce -7.6% 24,247 $3.9M
Point Windward Advisors Inc. 1.48% Reduce -2.8% 24,087 $3.9M
Avantax Advisory Services, Inc. 0.03% Reduce -1.1% 24,069 $3.9M
Trinity Legacy Partners, LLC 1.00% Add +3.7% 23,950 $3.9M
Jefferies Financial Group Inc. 0.07% Reduce -68.6% 23,426 $3.8M
Proquility Private Wealth Partners, LLC 1.21% Reduce -0.2% 23,352 $3.8M
Eastern Bank 0.07% New 23,164 $3.7M
Y-Intercept (Hong Kong) Ltd 0.23% Add +106.2% 22,905 $3.7M
Ar Asset Management Inc. 0.83% No change 22,840 $3.7M
Equitable Holdings, Inc. 0.04% Reduce -8.2% 22,805 $3.7M
Tabor Asset Management, LP 1.74% Add +57.8% 22,337 $3.6M
Oppenheimer Asset Management Inc. 0.04% Add +1.3% 22,208 $3.6M
Meridian Wealth Management, LLC 0.18% New 22,133 $3.6M
DoubleLine ETF Adviser LP 0.87% New 21,991 $3.6M
Highline Wealth Partners LLC 1.19% Add +0.7% 21,949 $3.6M
Candriam S.C.A. 0.02% Add +9.7% 21,939 $3.6M
Kentucky Retirement Systems 0.10% Reduce -6.5% 21,441 $3.5M
Chase Investment Counsel Corp. 1.15% New 21,324 $3.5M
Signet Investment Advisory Group, Inc. 1.69% Add +2.7% 20,844 $3.4M
Liberty Mutual Group Asset Management Inc. 0.51% Reduce -22.2% 20,825 $3.4M
Vectors Research Management, LLC 1.02% Reduce -2.3% 20,773 $3.4M
Northwestern Mutual Wealth Management Co. 0.00% Add +33.8% 20,622 $3.3M
NewEdge Wealth, LLC 0.06% Add +516.9% 20,400 $3.3M
Phoenix Financial Ltd. 0.05% Add +69.1% 20,379 $3.3M
Keybank National Association 0.01% Reduce -4.5% 20,395 $3.3M
Ossiam 0.06% Reduce -18.1% 20,394 $3.3M
Strategic Wealth Partners, Ltd. 0.31% Add +415.8% 20,167 $3.3M
Cozad Asset Management Inc. 0.31% Reduce -5.9% 20,094 $3.3M
Naviter Wealth, LLC 0.45% Reduce -5.2% 19,960 $3.2M
Mizuho Securities USA LLC 0.07% Reduce -20.2% 19,957 $3.2M
Lockheed Martin Investment Management Co. 0.15% Reduce -31.1% 19,820 $3.2M
Point72 Asia (Singapore) Pte. Ltd. 0.59% New 19,540 $3.2M
J. Safra Sarasin Holding AG 0.05% Reduce -2.6% 19,454 $3.1M
Hartford Investment Management Co. 0.10% Reduce -7.0% 19,356 $3.1M
GTS Securities LLC 0.06% Add +223.6% 19,043 $3.1M
FourThought Financial Partners, LLC 0.37% Reduce -1.9% 19,019 $3.1M
Swiss Life Asset Management Ltd 0.03% Reduce -13.8% 18,956 $3.1M
Courier Capital LLC 0.21% Reduce -0.6% 18,932 $3.1M
Mercer Global Advisors Inc. 0.01% Add +6.9% 19,022 $3.0M
ArrowMark Colorado Holdings LLC 0.04% No change 18,817 $3.0M
Banco Bilbao Vizcaya Argentaria, S.A. 0.03% Reduce -9.8% 18,795 $3.0M
Marshall Financial Group, LLC 0.72% Reduce -0.6% 18,742 $3.0M
Cherry Creek Investment Advisors, Inc. 1.54% Add +0.7% 18,468 $3.0M
Maryland State Retirement & Pension System 0.06% Reduce -26.8% 18,428 $3.0M
O'shaughnessy Asset Management, LLC 0.03% Reduce -5.5% 18,385 $3.0M
Mendel Money Management 1.28% Reduce -14.6% 18,329 $3.0M
Atria Wealth Solutions, Inc. 0.03% Add +7.7% 18,205 $2.9M
Dakota Wealth Management 0.07% Add +19.2% 18,073 $2.9M
Brookstone Capital Management 0.04% Add +17.0% 18,060 $2.9M
Abn Amro Investment Solutions 0.05% Reduce -22.0% 18,057 $2.9M
Jennison Associates LLC 0.00% Reduce -29.2% 17,725 $2.9M
Rakuten Investment Management, Inc. 0.02% Add +30.0% 17,745 $2.9M
Benedict Financial Advisors Inc. 0.67% Reduce -2.6% 17,629 $2.9M
Engineers Gate Manager LP 0.06% New 17,518 $2.8M
Ieq Capital, LLC 0.03% Add +41.3% 17,310 $2.8M
Louisiana State Employees Retirement System 0.05% Reduce -6.0% 17,300 $2.8M
ING Groep NV 0.02% Reduce -60.5% 17,261 $2.8M
Mirabaud Asset Management Ltd 1.14% Reduce -21.7% 17,172 $2.8M
Loudon Investment Management, LLC 1.51% Reduce -0.1% 17,030 $2.8M
Securian Asset Management, Inc. 0.08% Reduce -8.4% 17,021 $2.8M
Crossmark Global Holdings, Inc. 0.05% Add +0.9% 16,872 $2.7M
Brevan Howard Capital Management LP 0.14% New 16,857 $2.7M
Waterloo Capital, L.P. 0.30% Add +595.2% 16,817 $2.7M
One Capital Management, LLC 0.09% Reduce -4.9% 16,791 $2.7M
Twin Capital Management Inc. 0.31% Add +17.2% 16,714 $2.7M
Tealwood Asset Management Inc. 1.19% Reduce -1.6% 16,645 $2.7M
Sound View Wealth Advisors Group, LLC 0.22% Add +7.0% 16,628 $2.7M
CI Investments Inc. 0.01% Add +1.0% 16,403 $2.7M
Sequoia Financial Advisors, LLC 0.03% Add +34.4% 16,269 $2.6M
Hixon Zuercher, LLC 1.03% Reduce -1.6% 16,239 $2.6M
Stratos Investment Management, LLC 0.18% Add +7.1% 16,137 $2.6M
Allspring Global Investments Holdings, LLC 0.00% Reduce -39.2% 16,011 $2.6M
Stock Yards Bank & Trust Co. 0.08% Reduce -14.4% 15,994 $2.6M
WealthShield Partners, LLC 0.35% Add +33.0% 15,992 $2.6M
Iowa State Bank 0.53% Reduce -1.3% 15,988 $2.6M
Gold Investment Management Ltd. 1.08% Reduce -0.8% 15,951 $2.6M
Marco Investment Management LLC 0.22% No change 15,850 $2.6M
New Mexico Educational Retirement Board 0.09% Add +3.9% 15,850 $2.6M
Redmond Asset Management, LLC 0.79% Reduce -2.3% 15,602 $2.5M
Wolverine Trading, LLC 0.07% Add +34.3% 15,657 $2.5M
Allstate Corp. 0.24% Reduce -60.8% 15,538 $2.5M
Security National Bank of So Dak 1.39% Reduce -1.5% 15,471 $2.5M
Arcadia Investment Management Corp. 0.41% Add +0.2% 15,353 $2.5M
Aster Capital Management (DIFC) Ltd 0.54% — 15,352 $2.5M
Sigma Planning Corp 0.08% Add +9.3% 15,282 $2.5M
NewEdge Advisors, LLC 0.02% Add +1.3% 14,957 $2.4M
Oppenheimer & Co. Inc. 0.04% Reduce -2.7% 14,949 $2.4M
Sheaff Brock Investment Advisors, LLC 0.21% Reduce -0.3% 14,726 $2.4M
Symphony Financial, Ltd. Co. 0.39% Reduce -0.6% 14,686 $2.4M
Daiichi Life Insurance Co., Ltd. 0.06% Add +70.5% 14,510 $2.3M
Anson Funds Management LP 0.34% New 14,500 $2.3M
Peterson Wealth Management 1.48% Reduce -0.8% 14,348 $2.3M
Security National Bank of Sioux City Iowa 1.42% Reduce -0.1% 14,340 $2.3M
Taylor Frigon Capital Management LLC 1.15% Reduce -3.6% 14,305 $2.3M
Forte Capital LLC 0.26% Add +1.8% 14,275 $2.3M
XTX Topco Ltd 0.17% New 14,205 $2.3M
Pine Valley Investments Ltd Liability Co 0.16% No change 14,055 $2.3M
Hunter Associates Investment Management LLC 0.35% No change 14,077 $2.3M
Green Alpha Advisors, LLC 1.76% Reduce -1.8% 13,853 $2.2M
GeoWealth Management, LLC 0.08% Add +9.1% 13,809 $2.2M
AE Wealth Management LLC 0.02% Add +2.7% 13,675 $2.2M
Front Row Advisors LLC 0.79% Reduce -0.0% 13,599 $2.2M
Harrington Investments, INC 1.19% Add +0.8% 13,531 $2.2M
GYL Financial Synergies, LLC 0.16% Reduce -2.3% 13,307 $2.2M
Van Lanschot Kempen Investment Management N.V. 0.02% Add +8.7% 13,074 $2.1M
Motley Fool Asset Management LLC 0.12% Add +4.5% 13,175 $2.1M
Prelude Capital Management, LLC 0.16% New 13,019 $2.1M
Private Advisor Group, LLC 0.01% Add +8.6% 13,006 $2.1M
Nikulski Financial, Inc. 0.63% Add +5.3% 13,002 $2.1M
Hamilton Capital Partners Inc. 0.18% Add +351.1% 12,915 $2.1M
E. Ohman J:or Asset Management AB 0.05% No change 12,900 $2.1M
Slagle Financial, LLC 0.92% Add +8.0% 12,842 $2.1M
Delta Capital Management LLC 1.20% No change 12,715 $2.1M
Capital Square, LLC 1.24% Reduce -16.2% 12,601 $2.0M
Stolper Co 0.67% Reduce -1.1% 12,584 $2.0M
NEOS Investment Management LLC 0.06% Add +24.3% 12,451 $2.0M
First Trust Direct Indexing L.P. 0.11% Add +5.0% 12,371 $2.0M
Arrow Financial Corp 0.18% Add +11.8% 12,300 $2.0M
Centiva Capital, LP 0.09% Add +88.6% 12,295 $2.0M
Horst & Graben Wealth Management LLC 0.35% Add +55.3% 12,049 $1.9M
Beck Capital Management, LLC 0.52% Add +3.7% 12,007 $1.9M
Florida Trust Wealth Management Co 0.06% Reduce -1.2% 12,007 $1.9M
Robbins Farley 0.98% Add +4.4% 11,993 $1.9M
Perpetual Ltd 0.02% Reduce -21.7% 11,990 $1.9M
Crestwood Advisors Group, LLC 0.04% Reduce -0.3% 11,959 $1.9M
Kestra Private Wealth Services, LLC 0.03% Add +19.6% 11,720 $1.9M
Stiles Financial Services Inc 0.66% Add +10.1% 11,599 $1.9M
Chartwell Investment Partners, LLC 0.06% Reduce -3.1% 11,471 $1.9M
U.S. Capital Wealth Advisors, LLC 0.07% Add +20.0% 11,392 $1.8M
Caprock Group, LLC 0.07% Reduce -1.1% 11,374 $1.8M
Cim Investment Management Inc. 0.54% Reduce -1.8% 11,347 $1.8M
Occidental Asset Management, LLC 0.29% Add +8.7% 11,228 $1.8M
Longbow Finance SA 0.19% New 11,111 $1.8M
IQ EQ FUND MANAGEMENT (IRELAND) Ltd 0.19% New 11,089 $1.8M
Cwm, LLC 0.01% Reduce -94.0% 11,015 $1.8M
Wright Investors Service Inc. 0.46% Add +105.1% 10,965 $1.8M
Investment Management Corp of Ontario 0.04% Add +54.4% 10,785 $1.7M
Harbor Investment Advisory, LLC 0.17% Add +8952.9% 10,773 $1.7M
Glenmede Trust Co. NA 0.01% Add +3.0% 10,711 $1.7M
Smith Salley Wealth Management 0.11% Add +4.5% 10,654 $1.7M
SteelPeak Wealth, LLC 0.08% Reduce -34.7% 10,567 $1.7M
Condor Capital Management 0.15% Reduce -1.3% 10,562 $1.7M
Hennion & Walsh Asset Management, Inc. 0.08% Add +20.9% 10,516 $1.7M
Atlantic Union Bankshares Corp 0.10% Reduce -1.9% 10,507 $1.7M
Liontrust Investment Partners LLP 0.02% No change 11,178 $1.7M
Leavell Investment Management, Inc. 0.08% Add +101.3% 10,502 $1.7M
Moloney Securities Asset Management, LLC 0.23% Add +2.8% 10,383 $1.7M
Harvest Portfolios Group Inc. 0.06% Add +102.4% 10,272 $1.7M
Quantinno Capital Management LP 0.02% Add +51.8% 10,184 $1.6M
Global Retirement Partners, LLC 0.05% Add +2.6% 9,946 $1.6M
MAI Capital Management 0.02% Reduce -2.6% 9,806 $1.6M
Northwestern Mutual Investment Management Company, LLC 0.04% Reduce -5.5% 9,754 $1.6M
AIA Group Ltd 0.04% Add +10.3% 9,600 $1.6M
Atria Investments, Inc 0.02% Add +7.8% 9,582 $1.6M
Trust Co. of Toledo NA 0.21% Reduce -0.3% 9,463 $1.5M
Norway Savings Bank 0.82% Add +3.0% 9,333 $1.5M
Maven Securities LTD 0.17% New 9,307 $1.5M
Tokio Marine Asset Management Co. Ltd. 0.07% Add +5.7% 9,298 $1.5M
Foresight Group Ltd Liability Partnership 2.90% Reduce -5.2% 163,221 $1.5M
Choreo, LLC 0.02% Add +6.6% 9,364 $1.5M
Arbor Capital Management Inc. 1.42% Reduce -7.3% 9,332 $1.5M
Laird Norton Wetherby Wealth Management, LLC 0.07% Reduce -0.2% 9,263 $1.5M
Werlinich Asset Management, LLC 0.87% No change 9,233 $1.5M
Walter & Keenan Wealth Management LLC /in/ 0.45% Reduce -4.7% 9,179 $1.5M
Legacy Bridge, LLC 0.79% Add +0.1% 9,122 $1.5M
Kentucky Retirement Systems Insurance Trust Fund 0.10% Reduce -7.2% 9,112 $1.5M
Envestnet Portfolio Solutions, Inc. 0.00% Add +3.9% 9,099 $1.5M
Boomfish Wealth Group, LLC 0.90% Reduce -2.4% 9,063 $1.5M
Apollon Wealth Management, LLC 0.04% Add +2.5% 9,011 $1.5M
CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENT 0.11% New 9,000 $1.5M
Roman Butler Fullerton & Co. 0.43% Add +0.1% 8,928 $1.4M
Correct Capital Wealth Management 0.32% Add +11.4% 8,889 $1.4M
Bokf, NA 0.03% Add +0.1% 9,099 $1.4M
Kingswood Wealth Advisors, LLC 0.10% Reduce -16.9% 8,817 $1.4M
First National Trust Co 0.05% Reduce -7.6% 8,768 $1.4M
Greenwood Capital Associates LLC 0.18% Add +1.3% 8,732 $1.4M
Paragon Private Wealth Management, LLC 0.70% Add +7.2% 8,697 $1.4M
Ameritas Investment Partners, Inc. 0.05% Reduce -11.3% 8,617 $1.4M
Telos Capital Management, Inc. 0.15% Add +0.8% 8,569 $1.4M
PFG Investments, LLC 0.09% Add +0.9% 8,482 $1.4M
Profund Advisors LLC 0.05% Add +63.9% 8,456 $1.4M
Kestra Advisory Services, LLC 0.01% Reduce -66.9% 8,387 $1.4M
Albion Financial Group 0.09% Reduce -7.2% 8,378 $1.4M
Legacy Capital Group California, Inc. 0.45% Reduce -3.1% 8,343 $1.4M
Trust Co. of Vermont 0.07% Add +0.5% 8,293 $1.3M
Presima Securities ULC 0.29% Reduce -53.0% 8,286 $1.3M
Chiron Investment Management, LLC 0.47% Add +69.7% 8,266 $1.3M
Prudent Man Advisors, LLC 0.45% Reduce -1.6% 8,238 $1.3M
Access Financial Services, Inc. 0.61% Reduce -11.4% 8,219 $1.3M
Gerber Kawasaki Wealth & Investment Management 0.06% Add +14.3% 8,150 $1.3M
TD Waterhouse Canada Inc. 0.01% Add +15.6% 8,207 $1.3M
Bright Futures Wealth Management, LLC. 0.63% Add +2.3% 7,187 $1.3M
Stratos Wealth Partners, LTD. 0.02% Add +9.7% 7,888 $1.3M
Trustmark Bank Trust Department 0.10% Add +8.9% 7,816 $1.3M
Azzad Asset Management Inc. 0.14% Add +4.8% 7,720 $1.2M
Triton Financial Group Inc 0.80% New 7,688 $1.2M
Integral Investment Advisors, Inc. 0.34% Add +2.5% 7,683 $1.2M
Shepherd Financial Partners LLC 0.15% Add +7.0% 7,675 $1.2M
Commerce Bank 0.01% Add +4.6% 7,649 $1.2M
Meiji Yasuda Asset Management Co Ltd. 0.05% Add +2.8% 7,624 $1.2M
InTrack Investment Management Inc 0.87% Reduce -7.0% 7,584 $1.2M
Red Cedar Investment Management, LLC 0.15% New 7,529 $1.2M
Beacon Pointe Advisors, LLC 0.01% Reduce -8.3% 7,515 $1.2M
Ballentine Partners, LLC 0.02% Reduce -2.9% 7,507 $1.2M
Retirement Planning Co of New England, Inc. 0.60% Reduce -1.1% 7,442 $1.2M
GAMMA Investing LLC 0.12% Add +29.3% 7,411 $1.2M
F/m Investments LLC 0.04% Reduce -3.0% 7,378 $1.2M
Park Avenue Securities LLC 0.01% Reduce -6.3% 7,369 $1.2M
Schonfeld Strategic Advisors LLC 0.01% Reduce -95.4% 7,365 $1.2M
Tudor Investment Corporation 0.01% New 7,329 $1.2M
Pinnacle Financial Partners Inc 0.02% Add +0.5% 7,296 $1.2M
Advisors Management Group Inc. 0.28% Reduce -0.8% 7,216 $1.2M
Panagora Asset Management Inc. 0.01% Reduce -0.0% 7,183 $1.2M
Scotia Capital Inc. 0.01% Reduce -0.4% 7,176 $1.2M
Shelton Capital Management 0.03% Reduce -71.5% 7,097 $1.1M
Oak Asset Management, LLC 0.41% No change 7,074 $1.1M
American Institute for Advanced Investment Management, LLP 0.82% Add +195.8% 7,040 $1.1M
Ninepoint Partners LP 0.15% Reduce -14.0% 7,016 $1.1M
Baillie Gifford & Co. 0.00% No change 6,883 $1.1M
Infrastructure Capital Advisors, LLC 0.18% Reduce -1.2% 6,848 $1.1M
Sumitomo Life Insurance Co. 0.02% Add +3.0% 6,815 $1.1M
Kintegral Advisory, LLC 0.10% Reduce -1.3% 6,784 $1.1M
HB Wealth Management, LLC 0.01% Add +6.7% 6,781 $1.1M
Polymer Capital Management (HK) LTD 0.25% New 6,750 $1.1M
Praxis Investment Management Inc. 0.07% No change 6,730 $1.1M
Federated Hermes, Inc. 0.00% Reduce -3.1% 6,716 $1.1M
Tidal Investments LLC 0.01% Reduce -9.9% 6,692 $1.1M
Impax Asset Management Group plc 0.00% New 6,686 $1.1M
Systematic Financial Management LP 0.03% No change 6,673 $1.1M
GC Wealth Management RIA, LLC 0.19% Add +16.9% 6,623 $1.1M
Meeder Advisory Services, Inc. 0.07% Add +2.4% 6,593 $1.1M
Synovus Financial Corp. 0.01% Add +6.9% 6,530 $1.1M
Verity Asset Management, Inc. 0.40% Add +0.5% 6,526 $1.1M
Mainstay Capital Management LLC 0.18% Reduce -6.6% 6,520 $1.1M
Jump Financial, LLC 0.02% Add +112.1% 6,500 $1.1M
Moneta Group Investment Advisors LLC 0.02% Add +18.3% 6,495 $1.1M
Ostrum Asset Management 0.09% Reduce -11.2% 6,487 $1.0M
CoreCap Advisors, LLC 0.05% New 6,443 $1.0M
Prime Capital Investment Advisors, LLC 0.01% Reduce -3.0% 6,424 $1.0M
Concurrent Investment Advisors, LLC 0.03% Add +94.6% 6,420 $1.0M
High Note Wealth, LLC 0.29% Reduce -6.1% 6,363 $1.0M
Integrated Wealth Concepts LLC 0.01% Reduce -0.5% 6,180 $1.0M
Lanark Financial, Inc. 0.08% Reduce -1.8% 6,178 $999K
Carret Asset Management, LLC 0.11% Reduce -7.5% 6,120 $990K
Gilman Hill Asset Management, LLC 0.16% Reduce -1.5% 6,084 $985K
IHT Wealth Management, LLC 0.03% Add +25.2% 6,074 $981K
SFE Investment Counsel 0.20% Reduce -11.8% 6,054 $980K
Fort Sheridan Advisors LLC 0.15% Add +6.5% 6,023 $975K
Brown Advisory Inc. 0.00% Reduce -0.6% 5,884 $952K
1776 Wealth LLC 0.42% Reduce -12.5% 5,775 $935K
Jacobi Capital Management LLC 0.07% Add +1.1% 5,769 $934K
Freedom Investment Management, Inc. 0.07% Add +24.0% 5,726 $927K
Vontobel Holding Ltd. 0.00% Add +0.4% 5,695 $922K
Principal Securities, Inc. 0.02% Add +2.6% 5,675 $918K
Gladstone Institutional Advisory LLC 0.04% Add +0.2% 5,651 $915K
V-Square Quantitative Management LLC 0.13% Add +17.1% 5,649 $914K
Independent Advisor Alliance 0.03% Reduce -2.4% 5,647 $914K
Coldstream Capital Management Inc. 0.02% Add +10.8% 5,587 $912K
Rowlandmiller & Partners.adv 0.18% Reduce -2.6% 5,579 $903K
Cibc World Market Inc. 0.00% Add +27.2% 5,572 $902K
Entropy Technologies, LP 0.09% New 5,550 $898K
Pflug Koory, LLC 0.06% — 5,550 $898K
Johnson Investment Counsel Inc. 0.01% Add +5.1% 5,540 $896K
Illinois Municipal Retirement Fund 0.01% Add +95.3% 5,514 $892K
HighPoint Advisor Group LLC 0.05% Reduce -0.0% 5,059 $890K
Canandaigua National Trust Co of Florida 0.76% — 5,480 $887K
Plan Group Financial, LLC 0.47% Add +12.6% 5,466 $885K
Cove Private Wealth, LLC 0.70% No change 5,450 $882K
Main Management ETF Advisors, LLC 0.04% New 5,432 $879K
Bramshill Investments, LLC 0.10% Reduce -11.2% 5,374 $870K
Exchange Traded Concepts, LLC 0.02% Reduce -43.0% 5,336 $864K
Federation des caisses Desjardins du Quebec 0.00% Add +1.5% 5,273 $853K
Advisory Services Network, LLC 0.02% No change 5,584 $849K
Resources Management Corp. /CT/ 0.11% Reduce -10.3% 5,245 $849K
CNB Bank 0.39% Reduce -15.3% 5,241 $848K
Legacy Advisors, LLC 0.09% Add +2.4% 5,184 $839K
Mystic Asset Management, Inc. 0.32% No change 5,183 $839K
Lido Advisors, LLC 0.01% Add +10.5% 5,113 $828K
Caldwell Sutter Capital, Inc. 0.38% Reduce -3.4% 5,065 $820K
American Assets Investment Management, LLC 0.07% No change 5,063 $819K
Goelzer Investment Management, Inc. 0.04% Reduce -0.2% 5,038 $815K
Qtron Investments LLC 0.11% Add +14.5% 5,021 $813K
Lavaca Capital LLC 0.39% No change 5,000 $809K
Wulff, Hansen & Co. 0.73% Reduce -5.2% 4,961 $803K
Empowered Funds, LLC 0.01% Add +9.2% 4,937 $799K
Denali Advisors LLC 0.09% New 4,910 $795K
Groupama Asset Managment 0.02% Reduce -23.3% 6,110 $794K
Kennebec Savings Bank 0.78% — 4,887 $791K
Harvest Fund Management Co., Ltd 0.05% Add +22.1% 4,868 $788K
Probity Advisors, Inc. 0.15% Reduce -0.7% 4,854 $785K
Savant Capital, LLC 0.01% Reduce -0.7% 4,833 $782K
Townsquare Capital LLC 0.01% Add +3.8% 4,757 $770K
Schnieders Capital Management LLC 0.15% Add +2.0% 4,755 $770K
Montecito Bank & Trust 0.13% Add +7.5% 4,755 $770K
Lazard Asset Management LLC 0.00% Add +6.6% 4,755 $769K
Wealthspire Advisors, LLC 0.01% Add +1.3% 4,746 $768K
Checchi Capital Advisers, LLC 0.06% Add +0.1% 4,697 $760K
Frank, Rimerman Advisors LLC 0.05% Reduce -0.1% 4,696 $760K
Pacific Sun Financial Corp 0.42% Add +11.5% 4,674 $756K
Spectrum Asset Management, Inc. (NB/CA) 0.32% No change 4,658 $754K
Alpine Woods Capital Investors, LLC 0.13% Reduce -0.1% 4,099 $750K
Mission Creek Capital Partners, Inc. 0.17% Reduce -2.9% 4,606 $745K
First United Bank & Trust 0.27% Add +7.2% 4,592 $743K
Heritage Investors Management Corp. 0.02% Reduce -0.2% 4,592 $743K
Jackson Square Capital, LLC 0.18% New 4,570 $740K
EP Wealth Advisors, LLC 0.01% Add +5.4% 4,533 $734K
ABN AMRO Bank N.V. 0.01% No change 4,481 $721K
James Investment Research, Inc. 0.08% Reduce -5.5% 4,419 $715K
1ST Source Bank 0.04% Reduce -13.8% 4,396 $711K
Pasadena Private Wealth, LLC 0.15% Reduce -5.0% 4,375 $708K
Orion Porfolio Solutions, LLC 0.01% Add +12.5% 4,365 $706K
Orion Portfolio Solutions, LLC 0.01% Add +12.5% 4,365 $706K
RB Capital Management, LLC 0.17% Reduce -0.6% 4,309 $697K
Convergence Financial, LLC 0.15% Reduce -24.8% 4,299 $696K
Stoneridge Investment Partners LLC 0.26% New 4,280 $693K
Bleakley Financial Group, LLC 0.02% Add +2.4% 4,272 $691K
BNP Paribas 0.03% Add +890.9% 4,261 $689K
Greenleaf Trust 0.01% Reduce -0.5% 4,236 $686K
Prestige Wealth Management Group LLC 0.14% Add +3056.0% 4,229 $684K
Sfmg, LLC 0.06% Add +0.3% 4,208 $681K
Horizon Investments, LLC 0.02% Reduce -48.6% 4,174 $675K
Diligent Investors, LLC 0.16% Add +0.0% 4,169 $675K
Parallel Advisors, LLC 0.02% Reduce -5.5% 4,154 $672K
Signaturefd, LLC 0.01% Add +6.4% 4,152 $672K
LongView Wealth Management 0.21% Add +14.0% 4,119 $667K
Wilmington Savings Fund Society, FSB 0.01% New 4,062 $657K
Cascade Investment Group, Inc. 0.48% Reduce -1.9% 4,057 $657K
Mutual Advisors, LLC 0.02% Reduce -0.4% 3,922 $648K
Advocate Group LLC 0.12% Reduce -0.1% 3,995 $647K
Tacita Capital Inc 0.42% Reduce -4.8% 3,936 $637K
Sompo Asset Management Co., Ltd. 0.10% Add +8.6% 3,920 $634K
Blue Trust, Inc. 0.01% Add +122.2% 4,155 $632K
New Hampshire Trust 0.13% Reduce -0.1% 3,884 $629K
Dorsey & Whitney Trust CO LLC 0.03% Add +0.1% 3,877 $627K
Diametric Capital, LP 0.31% New 3,866 $626K
Kovack Advisors, Inc. 0.07% Reduce -0.5% 3,841 $622K
Clear Creek Financial Management, LLC 0.07% Add +1.6% 3,836 $621K
Arkadios Wealth Advisors 0.03% Reduce -4.7% 3,793 $614K
Nvwm, LLC 0.16% No change 3,781 $612K
Intrua Financial, LLC 0.10% Add +2.7% 3,749 $607K
Whittier Trust Co. 0.01% Add +2.4% 3,742 $606K
Sage Capital Management, LLC 0.29% Add +0.2% 3,710 $600K
Lake Street Advisors Group, LLC 0.03% Add +1.5% 3,692 $598K
Assetmark, Inc. 0.00% Add +7.5% 3,644 $590K
Western Wealth Management, LLC 0.03% Add +3.3% 3,586 $580K
Wedmont Private Capital 0.03% Add +7.5% 3,704 $580K
Dark Forest Capital Management LP 0.07% New 3,522 $570K
&partners 0.01% Add +113.2% 3,492 $566K
Mather Group, Llc. 0.01% Add +17.9% 3,491 $565K
Cerro Pacific Wealth Advisors LLC 0.21% No change 3,684 $560K
Siemens Fonds Invest GmbH 0.04% No change 3,459 $560K
B. Riley Wealth Advisors, Inc. 0.02% Add +13.7% 3,518 $559K
Bard Financial Services, Inc. 0.07% No change 3,440 $557K
Private Trust Co. NA 0.06% Add +14.4% 3,417 $553K
J. W. Coons Advisors, LLC 0.10% No change 3,408 $552K
Willner & Heller, LLC 0.49% Add +0.8% 3,402 $551K
KCM Investment Advisors LLC 0.02% Add +16.9% 3,391 $549K
Ascentis Independent Advisors 0.08% Add +21.3% 3,341 $541K
Cigna Investments Inc. 0.10% Add +0.9% 3,317 $537K
First Commonwealth Financial Corp 0.13% No change 3,274 $530K
Evergreen Capital Management LLC 0.02% Add +2.3% 3,219 $521K
Premier Path Wealth Partners, LLC 0.08% Reduce -3.8% 3,211 $520K
NovaPoint Capital, LLC 0.16% Add +0.8% 3,207 $519K
Hancock Whitney Corp. 0.02% Reduce -6.8% 3,207 $519K
Carnegie Investment Counsel 0.02% Add +3.1% 3,192 $517K
CPC Advisors, LLC 0.08% Add +31.9% 3,192 $516K
BluePointe Capital Management, LLC 0.33% Add +4.5% 3,179 $514K
Finivi Inc. 0.42% New 3,175 $514K
Valeo Financial Advisors, LLC 0.01% Add +10.1% 3,164 $512K
Eisler Capital (UK) Ltd. 0.12% New 3,143 $509K
Aldebaran Financial Inc. 0.60% Reduce -0.3% 3,120 $505K
Wealthcare Advisory Partners LLC 0.01% New 3,109 $503K
LYNX Capital Group Ltd. 0.32% No change 3,091 $500K
Omnia Family Wealth, LLC 0.21% Add +1.1% 3,087 $500K
American Investment Services, Inc. 0.08% No change 3,078 $498K
Fred Alger Management, LLC 0.00% Reduce -56.5% 3,064 $496K
Schechter Investment Advisors, LLC 0.04% Reduce -16.1% 3,014 $488K
Schrum Private Wealth Management LLC 0.25% Add +100.4% 2,990 $484K
Livforsakringsbolaget Skandia, Omsesidigt 0.03% Add +408.9% 2,987 $483K
Ferguson Wellman Capital Management, Inc. 0.01% Reduce -17.6% 2,936 $475K
Spire Wealth Management 0.02% Add +0.1% 2,887 $467K
Moody National Bank Trust Division 0.05% Reduce -34.7% 2,867 $464K
First Financial Bank - Trust Division 0.04% Add +0.8% 2,862 $463K
Evercore Wealth Management, LLC 0.01% Reduce -0.2% 2,815 $456K
NorthRock Partners, LLC 0.01% Add +5.3% 2,788 $451K
Sandy Spring Bank 0.02% Add +2.7% 2,772 $449K
Sycomore Asset Management 0.07% New 500,000 $445K
Quadrant Capital Group LLC 0.03% Add +0.1% 2,708 $438K
Channel Wealth LLC 0.14% Add +3.7% 2,629 $425K
Lederer & Associates Investment Counsel 0.30% No change 2,596 $420K
Elmwood Wealth Management, Inc. 0.17% Add +22.3% 2,582 $418K
Kingsview Wealth Management, LLC 0.01% Add +11.9% 2,549 $413K
Argent Trust Co 0.02% Add +4.3% 2,549 $413K
Lewis Asset Management, LLC 0.30% Add +23.3% 2,534 $410K
Summit Place Financial Advisors, LLC 0.23% No change 2,500 $405K
First Hawaiian Bank 0.01% Reduce -0.4% 2,487 $402K
Orange Investment Advisors, Inc. 0.04% Add +6.4% 2,484 $402K
CIBC Private Wealth Group LLC 0.00% Reduce -8.0% 2,470 $400K
Prairie Sky Financial Group LLC 0.22% No change 2,440 $395K
Regal Investment Advisors LLC 0.03% Add +27.0% 2,439 $395K
Fifth Third Wealth Advisors LLC 0.02% Reduce -2.6% 2,434 $394K
Lake Street Private Wealth, LLC 0.06% Reduce -4.4% 2,429 $393K
Badgley Phelps Wealth Managers, LLC 0.01% New 2,424 $392K
Graypoint LLC 0.02% Add +6.7% 2,393 $387K
Cullinan Associates Inc. 0.02% No change 2,319 $383K
Fullerton Fund Management Co Ltd. 0.02% New 2,327 $377K
Catalina Capital Group, LLC 0.13% Add +3.8% 2,321 $376K
Farther Finance Advisors, LLC 0.01% Add +32.9% 2,320 $375K
Lindbrook Capital, LLC 0.03% Add +98.8% 2,318 $375K
Dearborn Partners LLC 0.02% Add +2.1% 2,302 $373K
Yelin Lapidot Holdings Management Ltd. 0.06% No change 2,300 $372K
Garrison Asset Management, LLC 0.19% Reduce -0.0% 2,276 $368K
HUB Investment Partners, LLC 0.02% Add +17.2% 2,264 $366K
Bison Wealth, LLC 0.06% New 2,263 $366K
Independent Financial Group, LLC 0.01% Add +5.5% 2,251 $364K
Daymark Wealth Partners, LLC 0.02% Reduce -0.1% 2,237 $362K
Hutchens & Kramer Investment Management Group, LLC 0.20% Add +8.7% 2,258 $362K
CreativeOne Wealth, LLC 0.01% Add +20.5% 2,231 $361K
McGowan Group Asset Management, Inc. 0.05% No change 2,230 $361K
Cetera Trust Company, N.A 0.22% Reduce -1.1% 2,220 $359K
Iams Wealth Management, LLC 0.18% No change 2,212 $358K
Connor, Clark & Lunn Investment Management Ltd. 0.00% New 2,190 $354K
ORG Partners LLC 0.06% Reduce -1.8% 2,185 $354K
Pinnacle Wealth Management Advisory Group, LLC 0.03% Reduce -1.2% 2,184 $353K
Avantax Planning Partners, Inc. 0.01% Add +0.7% 2,173 $352K
Capstone Investment Advisors, LLC 0.01% Reduce -36.9% 2,146 $347K
Gerber, LLC 0.25% No change 2,140 $346K
River Wealth Advisors LLC 0.05% Reduce -23.2% 2,129 $345K
Silvercrest Asset Management Group LLC 0.00% No change 2,094 $339K
Dakota Community Bank & Trust NA 1.69% Reduce -0.4% 2,080 $337K
Advisors Capital Management, LLC 0.01% New 2,070 $335K
Trueblood Wealth Management, LLC 0.17% Add +3.0% 2,061 $334K
Ellsworth Advisors, LLC 0.09% Add +0.8% 2,051 $332K
Alps Advisors Inc. 0.00% Add +19.0% 2,048 $331K
Columbia Bank 0.12% Reduce -3.9% 2,035 $329K
DeDora Capital, Inc. 0.09% No change 2,030 $329K
Visionary Wealth Advisors 0.02% Add +0.5% 2,027 $328K
Clearstead Advisors, LLC 0.01% Add +8.5% 2,017 $326K
Caldwell Trust Co 0.03% Add +2.4% 2,015 $326K
Madrona Financial Services, LLC 0.09% Add +1.9% 2,011 $325K
Bridgewater Associates 0.00% Reduce -15.9% 2,008 $325K
Tranquility Partners, LLC 0.12% No change 2,000 $324K
Private Wealth Partners, LLC 0.03% No change 2,000 $324K
Integrated Advisors Network LLC 0.02% Add +0.9% 1,987 $322K
Vestmark Advisory Solutions, Inc. 0.01% Reduce -0.3% 1,985 $321K
MBB Public Markets I LLC 0.03% Reduce -91.0% 1,980 $320K
Harbour Investments, Inc. 0.01% Reduce -12.6% 1,974 $319K
Emprise Bank 0.18% Reduce -18.8% 1,973 $319K
Vise Technologies, Inc. 0.04% New 1,959 $317K
Waddell & Associates, LLC 0.04% New 1,956 $317K
Buckingham Capital Management, Inc. 0.04% Reduce -10.9% 1,952 $316K
Howard Capital Management, LLC 0.01% New 1,936 $313K
AlphaStar Capital Management, LLC 0.02% Reduce -33.1% 1,925 $312K
Flputnam Investment Management Co. 0.01% Add +87.8% 1,925 $312K
Brandywine Oak Private Wealth LLC 0.03% Reduce -2.9% 1,921 $311K
MTM Investment Management, LLC 0.12% Reduce -8.8% 1,978 $311K
Tiemann Investment Advisors, LLC 0.13% Add +2.7% 1,905 $308K
Pettee Investors, Inc. 0.15% No change 1,900 $307K
OneDigital Investment Advisors LLC 0.00% Add +3.2% 1,886 $305K
Smartleaf Asset Management LLC 0.04% Add +63.0% 1,892 $305K
CWA Asset Management Group, LLC 0.02% — 1,835 $297K
Independence Bank of Kentucky 0.06% Add +52.8% 1,834 $297K
NBT Bank, N.A. 0.02% No change 1,814 $294K
Wedbush Securities Inc. 0.01% Reduce -32.7% 1,808 $293K
Nexpoint Asset Management, L.P. 0.04% No change 1,800 $291K
Crestline Management, L.P. 0.02% New 1,800 $291K
Capital Analysts, LLC 0.01% Add +138.8% 1,798 $291K
Amarillo National Bank 0.05% No change 1,787 $289K
Syon Capital LLC 0.03% Reduce -0.3% 1,783 $289K
Ranch Capital Advisors Inc. 0.13% Add +0.1% 1,753 $284K
Cohen Capital Management, Inc. 0.05% Add +23.2% 1,752 $284K
Harbert Fund Advisors, LLC 0.23% Add +16.7% 1,750 $283K
Obermeyer Wealth Partners 0.02% Reduce -3.6% 1,750 $283K
Quantitative Investment Management, LLC 0.03% Reduce -58.0% 1,747 $282K
Bank Ozk 0.12% Add +2.0% 1,736 $281K
Walled Lake Planning & Wealth Management, LLC 0.11% Add +0.8% 1,735 $281K
Bailard, Inc. 0.01% Add +0.2% 1,716 $278K
Pinnacle Wealth Planning Services, Inc. 0.04% No change 1,715 $278K
Compound Planning, Inc. 0.02% Add +9.9% 1,709 $277K
Carderock Capital Management Inc. 0.07% No change 1,700 $275K
Hanover Advisors Inc. 0.12% Reduce -5.7% 1,698 $275K
Brooklyn Investment Group 0.09% Add +16.0% 1,686 $273K
CHICAGO TRUST Co NA 0.05% Reduce -1.7% 1,684 $273K
Aviance Capital Partners, LLC 0.04% Reduce -0.4% 1,680 $272K
Samalin Investment Counsel, LLC 0.12% Add +3.1% 1,677 $271K
Riverview Trust Co 0.24% Add +0.5% 1,674 $271K
Summit Trail Advisors, LLC 0.01% Add +15.6% 1,667 $270K
Forum Financial Management, LP 0.00% Reduce -1.1% 1,655 $268K
Chicago Partners Investment Group LLC 0.01% Add +2.6% 1,594 $264K
Blue Chip Partners, LLC 0.02% Add +0.8% 1,622 $263K
Nilsine Partners, LLC 0.03% Add +14.1% 1,616 $262K
Quantum Portfolio Management LLC 0.14% New 1,606 $260K
Core Wealth Partners LLC 0.16% Add +3.2% 1,596 $258K
Blackston Financial Advisory Group, LLC 0.13% Add +5.0% 1,593 $258K
Freestone Capital Holdings, LLC 0.01% New 1,579 $256K
Sage Mountain Advisors LLC 0.02% New 1,577 $255K
Los Angeles Capital Management LLC 0.00% No change 1,576 $255K
BOS Asset Management, LLC 0.09% Reduce -3.1% 1,572 $254K
Commons Capital, LLC 0.28% Add +1.8% 1,568 $254K
Earned Wealth Advisors, LLC 0.08% Add +1.4% 1,557 $252K
Farmers & Merchants Trust Co of Chambersburg PA 0.10% Reduce -7.5% 1,550 $251K
First Affirmative Financial Network 0.14% Add +2.9% 1,548 $251K
United Community Bank 0.10% Add +137.2% 1,530 $248K
Avestar Capital, LLC 0.03% Add +8.5% 1,517 $245K
Atlas Financial Advisors, Inc. 0.39% Add +0.1% 1,506 $244K
PFG Advisors 0.02% No change 1,505 $244K
Conning Inc. 0.01% Reduce -1.6% 1,505 $244K
Hummer Financial Advisory Services Inc 0.19% Reduce -6.3% 1,500 $243K
Northeast Financial Group, Inc. 0.09% No change 1,500 $243K
Muzinich & Co., Inc. 0.19% No change 1,496 $242K
Level Four Advisory Services, LLC 0.01% Reduce -2.4% 1,344 $240K
Sentry Investment Management LLC 0.10% New 1,479 $239K
CX Institutional 0.01% Add +2.0% 1,473 $238K
Cypress Capital Group 0.03% Reduce -4.2% 1,470 $238K
Bristlecone Advisors, LLC 0.02% Reduce -3.3% 1,457 $236K
Focus Financial Network, Inc. 0.01% Add +3.8% 1,450 $235K
Clare Market Investments LLC 0.06% Reduce -1.1% 1,446 $234K
Belpointe Asset Management LLC 0.01% New 1,417 $229K
Ashton Thomas Private Wealth, LLC 0.01% Add +1.4% 1,415 $229K
Sweet Financial Partners, LLC 0.05% No change 1,400 $227K
Hemenway Trust Co LLC 0.02% No change 1,400 $227K
Warwick Investment Management, Inc. 0.05% Add +0.4% 1,393 $225K
Centaurus Financial, Inc. 0.01% Reduce -3.9% 1,391 $225K
Bahl & Gaynor LLC 0.00% Reduce -1.6% 1,385 $224K
Walleye Capital LLC 0.00% Reduce -30.3% 1,380 $223K
Elios Financial Group Inc. 0.10% — 1,379 $223K
Claro Advisors Inc. 0.03% New 1,375 $223K
Fiduciary Group, LLC 0.02% No change 1,375 $223K
Cannell & Spears LLC 0.00% No change 1,372 $222K
Balboa Wealth Partners 0.06% Add +2.0% 1,370 $222K
180 Wealth Advisors, LLC 0.03% Add +3.9% 1,368 $221K
Legacy Financial Advisors, Inc. 0.04% Reduce -0.5% 1,363 $221K
M&G PLC 0.00% No change 1,361 $220K
Regent Peak Wealth Advisors LLC 0.05% Add +0.7% 1,362 $220K
First Citizens Bank & Trust Co. 0.00% Add +2.1% 1,359 $220K
Oxler Private Wealth LLC 0.08% Add +0.8% 1,348 $218K
PDS Planning, Inc 0.02% New 1,330 $215K
Hanson & Doremus Investment Management 0.03% Reduce -2.1% 1,320 $214K
Bourgeon Capital Management LLC 0.04% New 1,309 $212K
Thurston, Springer, Miller, Herd & Titak, Inc. 0.06% Add +6.3% 1,300 $210K
Aureus Asset Management, LLC 0.01% New 1,295 $210K
Tiaa Trust, National Association 0.00% Reduce -4.0% 1,285 $208K
BSW Wealth Partners 0.03% Reduce -14.1% 1,281 $207K
Manchester Capital Management LLC 0.02% Add +0.5% 1,281 $207K
Prosperity Consulting Group, LLC 0.02% New 1,273 $206K
Transcend Capital Advisors, LLC 0.01% New 1,267 $205K
Colonial River Investments, LLC 0.10% Reduce -6.0% 1,254 $203K
Marcum Wealth, LLC 0.02% New 1,254 $203K
Axxcess Wealth Management, LLC 0.01% Reduce -6.0% 1,254 $203K
Walker Asset Management, LLC 0.13% New 1,251 $202K
Beacon Investment Advisors LLC 0.10% New 1,246 $202K
Cornerstone Wealth Management, LLC 0.01% New 1,247 $202K
Leonteq Securities AG 0.02% Add +12.7% 1,246 $202K
DRW Securities, LLC 0.01% New 1,245 $201K
L2 Asset Management, LLC 0.05% New 1,237 $200K
Meadow Creek Wealth Advisors LLC 0.16% New 1,236 $200K
Summitry LLC 0.01% New 1,236 $200K
EverSource Wealth Advisors, LLC 0.01% Add +4.3% 1,231 $199K
Wolverine Asset Management LLC 0.02% New 1,199 $194K
Towarzystwo Funduszy Inwestycyjnych Pzu SA 0.07% Add +17.4% 1,150 $186K
Avior Wealth Management, LLC 0.01% Reduce -2.8% 1,146 $185K
Brown Brothers Harriman & Co. 0.00% Reduce -1.8% 1,106 $179K
Coastline Trust Co 0.02% New 1,100 $178K
TD Private Client Wealth LLC 0.01% Add +6.6% 1,087 $176K
Ramirez Asset Management, Inc. 0.03% No change 1,086 $176K
Natixis Investment Managers International 0.01% Reduce -13.6% 1,055 $171K
Ameliora Wealth Management Ltd. 0.07% No change 1,050 $170K
Geneos Wealth Management Inc. 0.01% No change 1,018 $165K
Parkside Financial Bank & Trust 0.02% Add +13.6% 980 $159K
Cromwell Holdings LLC 0.10% No change 977 $158K
Truvestments Capital LLC 0.04% New 937 $152K
Bartlett & Co. Wealth Management LLC 0.00% No change 924 $150K
Optiver Holding B.V. 0.00% New 916 $148K
Monetary Management Group Inc. 0.04% No change 912 $148K
Alta Advisers Ltd 0.07% No change 900 $146K
Optimum Investment Advisors 0.06% No change 900 $146K
Ninety One SA (Pty) Ltd 0.03% Reduce -19.1% 826 $133K
Bank Julius Baer & Co. Ltd, Zurich 0.00% Reduce -6.2% 683 $131K
Quent Capital, LLC 0.01% No change 804 $130K
Whittier Trust Co. of Nevada Inc. 0.00% No change 650 $105K
GPS Wealth Strategies Group, LLC 0.01% Add +44.7% 647 $105K
North Star Investment Management Corp. 0.01% Add +0.2% 641 $104K
Broadwater Capital Management LLC 0.08% No change 640 $104K
Motco 0.01% Reduce -24.5% 640 $104K
Park Place Capital Corp 0.03% No change 631 $102K
Global X Japan Co., Ltd. 0.01% Reduce -22.0% 603 $98K
Tobam 0.02% No change 587 $95K
Foster Dykema Cabot & Partners, LLC 0.01% No change 585 $95K
Carmichael Hill & Associates, Inc. 0.03% No change 566 $92K
Covestor Ltd 0.06% Add +21.0% 558 $90K
Hazlett, Burt & Watson, Inc. 0.04% Reduce -25.1% 539 $88K
CENTRAL TRUST Co 0.00% No change 535 $87K
Financial Perspectives, Inc 0.03% No change 534 $86K
AdvisorNet Financial, Inc 0.01% Reduce -0.6% 532 $86K
Ulland Investment Advisors, LLC 0.06% Reduce -21.8% 530 $86K
GHP Investment Advisors, Inc. 0.00% Add +14.3% 527 $85K
WASHINGTON TRUST Co 0.00% No change 519 $84K
HM Payson & Co. 0.00% Add +2.8% 514 $83K
IFP Advisors, Inc 0.00% Reduce -6.8% 494 $80K
Montag A & Associates Inc. 0.00% Add +233.6% 487 $79K
Missouri Trust & Investment Co 0.03% No change 482 $78K
Glen Eagle Advisors, LLC 0.01% Add +0.2% 461 $75K
BOK Financial Private Wealth, Inc. 0.01% No change 456 $74K
Pacific Center for Financial Services 0.02% Add +52.9% 454 $74K
Fortitude Family Office, LLC 0.03% Add +153.9% 452 $73K
Alpine Bank Wealth Management 0.01% — 445 $72K
TCTC Holdings, LLC 0.00% No change 442 $72K
Ancora Advisors LLC 0.00% Add +29.6% 442 $71K
Annis Gardner Whiting Capital Advisors, LLC 0.02% Reduce -5.8% 439 $71K
Thompson Investment Management, Inc. 0.01% No change 422 $68K
Avalon Trust Co 0.01% No change 417 $67K
Gen-Wealth Partners Inc 0.03% No change 335 $61K
Continuum Advisory, LLC 0.01% Reduce -23.5% 328 $58K
Evermay Wealth Management LLC 0.01% Reduce -35.0% 355 $57K
Godsey & Gibb, Inc. 0.01% No change 350 $57K
SOA Wealth Advisors, LLC. 0.01% Add +0.6% 333 $54K
First Pacific Financial 0.01% No change 323 $52K
Strategic Investment Solutions, Inc. 0.02% Add +0.6% 320 $52K
PFS Partners, LLC 0.03% No change 320 $52K
Salem Investment Counselors Inc. 0.00% No change 313 $51K
Deseret Mutual Benefit Administrators 0.03% No change 305 $49K
Moser Wealth Advisors, LLC 0.03% No change 300 $49K
CVA Family Office, LLC 0.01% Add +6.0% 300 $49K
Ashton Thomas Securities, LLC 0.01% New 290 $47K
Rational Advisors, Inc. 0.00% Reduce -12.3% 286 $46K
Acadian Asset Management LLC 0.00% Reduce -98.9% 285 $46K
Sound Income Strategies, LLC 0.00% Reduce -24.2% 282 $46K
Dunhill Financial, LLC 0.02% Add +84.3% 271 $44K
Abound Wealth Management 0.01% Add +493.3% 267 $43K
Dynamic Wealth Strategies, LLC 0.04% Add +108.7% 263 $43K
Gables Capital Management Inc. 0.02% No change 260 $42K
Bruce G. Allen Investments, LLC 0.03% No change 247 $40K
Elevation Wealth Partners, LLC 0.02% No change 245 $40K
DT Investment Partners, LLC 0.00% Add +15.6% 245 $40K
Wiser Advisor Group LLC 0.06% Add +0.8% 241 $39K
Future Financial Wealth Managment LLC 0.03% New 235 $38K
Zions Bancorporation, N.A. 0.00% Reduce -7.9% 234 $38K
Wolff Wiese Magana LLC 0.03% No change 233 $38K
Bfsg, LLC 0.00% No change 230 $37K
City State Bank 0.01% No change 223 $36K
Baldwin Wealth Partners LLC 0.00% No change 220 $36K
Sugarloaf Wealth Management, LLC 0.01% No change 218 $35K
Jaffetilchin Investment Partners, LLC 0.00% New 216 $35K
Colonial Trust Co / SC 0.01% Add +0.5% 213 $34K
Paloma Partners Management Co 0.00% Reduce -95.8% 208 $34K
Asset Dedication, LLC 0.00% No change 206 $33K
MV Capital Management, Inc. 0.00% Add +1.5% 205 $33K
Rise Advisors, LLC 0.02% Add +2.0% 201 $32K
GoalVest Advisory LLC 0.01% No change 200 $32K
Adirondack Trust Co. 0.01% Add +68.6% 199 $32K
Horrell Capital Management, Inc. 0.01% No change 200 $32K
Householder Group Estate & Retirement Specialist, LLC 0.01% Add +0.5% 192 $31K
Concourse Financial Group Securities, Inc. 0.00% Reduce -20.6% 185 $30K
Wintrust Investments LLC 0.02% Reduce -90.3% 184 $29K
American Capital Advisory, LLC 0.02% No change 175 $28K
Meeder Asset Management Inc. 0.00% Add +7.4% 174 $28K
Jackson, Grant Investment Advisers, Inc. 0.01% No change 173 $28K
St Germain D J Co. Inc. 0.00% Reduce -25.0% 162 $26K
Indiana Trust & Investment Management Co 0.01% New 150 $24K
Stephens Consulting, LLC 0.01% No change 150 $24K
GW&K Investment Management, LLC 0.00% Add +14.5% 142 $23K
Clean Yield Group 0.01% New 141 $23K
Concord Wealth Partners 0.00% Reduce -6.8% 138 $22K
West Paces Advisors Inc. 0.01% No change 125 $20K
Key Financial Inc 0.00% Add +2.5% 121 $20K
Raleigh Capital Management Inc. 0.01% Add +15.4% 120 $19K
Coppell Advisory Solutions LLC 0.00% No change 113 $18K
Larson Financial Group LLC 0.00% Add +2.8% 109 $18K
Hilltop National Bank 0.01% Reduce -97.3% 108 $17K
ESL Trust Services, LLC 0.00% No change 100 $16K
Mechanics Financial Corp 0.01% New 100 $16K
Kelly Lawrence W & Associates Inc. 0.00% No change 100 $16K
Westside Investment Management, Inc. 0.00% No change 100 $16K
Cornerstone Planning Group LLC 0.00% Add +4.8% 87 $16K
McIlrath & Eck, LLC 0.00% No change 96 $16K
Armstrong Advisory Group, Inc. 0.00% No change 96 $16K
Sachetta, LLC 0.01% Reduce -12.4% 92 $15K
Delta Asset Management LLC 0.00% No change 92 $15K
Grove Bank & Trust 0.00% No change 89 $14K
Morse Asset Management, Inc 0.00% New 87 $14K
Venturi Wealth Management, LLC 0.00% Reduce -36.6% 85 $14K
Operose Advisors LLC 0.00% No change 85 $14K
HHM Wealth Advisors, LLC 0.00% No change 85 $14K
Crewe Advisors LLC 0.00% No change 85 $14K
Barrett & Company, Inc. 0.01% No change 80 $13K
Creative Financial Designs Inc. 0.00% No change 80 $13K
Atticus Wealth Management, LLC 0.00% No change 79 $13K
Perkins Coie Trust Co 0.00% New 77 $12K
Activest Wealth Management 0.00% Add +1.4% 74 $12K
Pathway Financial Advisers, LLC 0.01% Add +15301.1% 1,850,292 $11K
Bell Investment Advisors, Inc 0.00% Reduce -4.2% 68 $11K
Pineridge Advisors LLC 0.00% No change 60 $10K
Semmax Financial Advisors Inc. 0.00% No change 52 $9K
Hemington Wealth Management 0.00% New 51 $9K
Valley National Advisers Inc. 0.00% Reduce -59.1% 58 $9K
Anfield Capital Management, LLC 0.00% No change 55 $9K
Arlington Trust Co LLC 0.00% Reduce -78.9% 55 $9K
Chesapeake Asset Management LLC 0.01% New 55 $9K
Rosenberg Matthew Hamilton 0.00% New 51 $8K
Oarsman Capital, Inc. 0.00% New 50 $8K
Colonial Trust Advisors 0.00% No change 50 $8K
Smithfield Trust Co 0.00% No change 50 $8K
Old Second National Bank of Aurora 0.00% No change 46 $7K
Aspire Private Capital, LLC 0.00% No change 44 $7K
Avion Wealth 0.00% Add +6.7% 48 $7K
Johnson Financial Group, Inc. 0.00% New 43 $7K
WR Wealth Planners, LLC 0.00% No change 41 $7K
Arax Advisory Partners 0.00% Add +14.3% 40 $6K
Bangor Savings Bank 0.00% Reduce -46.7% 40 $6K
Financial Management Professionals, Inc. 0.00% Reduce -43.7% 40 $6K
Versant Capital Management, Inc 0.00% Add +157.1% 36 $6K
Private Wealth Management Group, LLC 0.00% Add +3.0% 34 $6K
Frazier Financial Advisors, LLC 0.00% No change 33 $5K
Goodman Advisory Group, LLC 0.00% New 31 $5K
Kayne Anderson Rudnick Investment Management LLC 0.00% Reduce -9.4% 29 $5K
Carolinas Wealth Consulting LLC 0.00% No change 28 $5K
Global Financial Private Client, LLC 0.00% New 26 $4K
Reston Wealth Management LLC 0.00% New 26 $4K
MCF Advisors LLC 0.00% Reduce -7.1% 26 $4K
Penserra Capital Management LLC 0.00% Add +12.5% 27 $4K
Raffa Wealth Management, LLC 0.00% No change 22 $4K
SouthState Bank Corp 0.00% No change 20 $3K
Hobbs Group Advisors, LLC 0.00% New 19 $3K
Trifecta Capital Advisors, LLC 0.00% No change 19 $3K
Nemes Rush Group LLC 0.00% No change 21 $3K
Eagle Bay Advisors LLC 0.00% No change 18 $3K
LRI Investments, LLC 0.00% No change 15 $3K
Core Alternative Capital 0.00% No change 16 $3K
Aspect Partners, LLC 0.00% No change 15 $2K
Richard W. Paul & Associates, LLC 0.00% Reduce -99.6% 15 $2K
Quintet Private Bank (Europe) S.A. 0.00% Add +15.4% 15 $2K
Capital Advisors, Ltd. LLC 0.00% No change 11 $2K
Providence Capital Advisors, LLC 0.00% No change 12 $2K
Beacon Capital Management, LLC 0.00% New 12 $2K
Tradewinds Capital Management, LLC 0.00% No change 11 $2K
TFC Financial Management, Inc. 0.00% No change 11 $2K
Toth Financial Advisory Corp. 0.00% No change 11 $2K
Fourpath Capital Management, LLC 0.00% New 11 $2K
HighMark Wealth Management LLC 0.00% No change 10 $2K
MeadowBrook Investment Advisors LLC 0.00% No change 8 $1K
Archer Investment Corp 0.00% No change 8 $1K
Sunbelt Securities, Inc. 0.00% No change 6 $971
Washington Trust Advisors, Inc. 0.00% New 6 $971
Valued Wealth Advisors LLC 0.00% New 5 $810
JDM Financial Group LLC 0.00% New 5 $809
Strengthening Families & Communities, LLC 0.00% No change 5 $809
1620 Investment Advisors, Inc. 0.00% New 5 $765
ClariVest Asset Management LLC 0.00% No change 5 $744
Peterson Financial Group, Inc. 0.00% New 4 $696
Fairscale Capital, LLC 0.00% No change 3 $485
AlphaQuest LLC 0.00% New 3 $485
Pension & Wealth Management Advisors, Inc. 0.00% No change 2 $324
WestEnd Advisors, LLC 0.00% New 2 $324
West Branch Capital LLC 0.00% New 1 $162
Mendota Financial Group, LLC 0.00% New 1 $162
Roble, Belko & Company, Inc 0.00% No change 3 $0

"% of holder's portfolio" is DLR's weight in each manager's 13F, not the share of Digital Realty Trust Inc. the manager owns.